Custom Tags
Last updated
Last updated
Custom tags can be assigned to client accounts to provide brokers with a quick understanding of a client's key characteristics.
There are two types of custom tags available:
Public Tags: These are commonly used tags that can be applied across all clients and leads, such as "High Risk Client" or "Algo Trader."
Private Tags: These are more specific tags that are relevant to a particular client or lead, such as "Bank Account Closed Recently" or "Partner of ABC Company."
Tagging clients provides brokers with a comprehensive understanding of their profiles at a glance.